Leading house enterprises have a total sales decline in the

As expected, the market was generally expected to start in 2019. The overall return of home buyers was down, and the developers' sales slowed down. The sales of benchmarking houses declined year-on-year.

According to statistics from the Central Plains Real Estate Research Center, as of February 12, the total sales of 26 real estate enterprises totaled 334 billion yuan, down 13.6% from the same period in 2018. According to the data from Cree, in the past month, the sales amount of the over 30% of the top 100 enterprises fell. Among them, the sales amount of the equity of 13 real estate enterprises fell by more than 30%, and the decline of 22 real estate enterprises was less than 30%.

Overall, although the number of home sales projects is significantly higher than last year, the overall sales performance is not satisfactory.

Hot city “vacation”

From the property market during the Spring Festival, the data of the first- and second-tier cities were basically suspended, and “North to Guangzhou and Shenzhen” were single digits. Third- and fourth-tier cities have become the main force in the property market during the long holiday period. However, compared with the Spring Festival in 2018, the transaction volume of most third- and fourth-tier cities has cooled down, and the return to home is more rational.

According to the "Securities Daily" reporter, some real estate enterprises in order to complete the annual performance targets, in the end of 2018, accelerate the push to grab the performance. After reaching the goal, the pace of the push has slowed down. Zhang Dawei, chief analyst of Zhongyuan Real Estate, said that from the week before the Spring Festival, the hotspot city property market entered the vacation mode. In the first month of the opening year, the pace of the local market slowed down and the overall property market fell.

According to the statistics of the Kerry Real Estate Research Center, the benchmarking companies in January have seen a significant decline in the number of cases, and the opening rate has remained low, resulting in the sales of TOP100 housing enterprises compared with the same period last year. The decline in equity sales was down 8.6% from the same period last year.

According to statistics from the Central Plains Real Estate Research Center, in January this year, the overall transaction volume of first-tier cities fell by 38.0%, of which Guangzhou's transaction area decreased by 65%, followed by Beijing's decline, exceeding 40%; Shenzhen has a drop of nearly 30%; Shanghai is basically flat. Overall, the transaction area of ​​major cities in hot cities across the country fell by 30% from the previous month, and nearly 90% of the cities fell.

Leading house sales are down

"From the real estate industry this yearAccording to sales data, there are two characteristics that are more obvious. Zhang Dawei said that the first is that the sales of leading real estate enterprises have been lowered overall year-on-year, and the sales speed has slowed down remarkably. Second, although the differentiation of the whole industry is still intensifying, the sales data of small and medium-sized housing enterprises has started to rise.

According to the middle finger According to the data released by the Institute in January 2019, the sales performance of China's real estate enterprises is TOP100. In January, the sales volume of national real estate enterprises was about 677.3 billion yuan. The top three are still Vanke, Country Garden (Hong Kong stocks 02007), Evergrande, but The top three results fell by nearly 30% year-on-year.

The entire list is pyramidal, with a minimum threshold of 1.32 billion yuan for entry into TOP100. There are 58 homes with a size of less than 5 billion yuan, and 5 billion yuan. There are 24 housing enterprises with 10 billion yuan and 18 housing enterprises with 10 billion yuan, accounting for 58%, 24% and 18% respectively.

Zhang Dawei said that with the deepening of real estate regulation, the house Enterprises gradually showed signs of weak performance. From the previous year, housing companies generally rose, and gradually began to show a slowdown in sales growth of leading real estate enterprises. And the fourth-tier cities are gradually reducing fever

Zhang Dawei further said that some cities have experienced the phenomenon of selling sales because of the downward adjustment of housing prices, which will obviously affect the confidence of buyers, and there is the possibility of accelerated adjustment in the follow-up market.

[123 Krui's analysis believes: "Only based on the market trend of one month, it is still uncertain whether the market will be warm and cold in 2019. It is expected that the real estate policy at the national level will be stable in 2019, and some cities will gradually relax and regulate. However, for the housing enterprises, the effect of policy relaxation should not be too optimistic, maintain a cautious and awe-inspiring attitude, conform to the market trend, actively push the case and increase marketing efforts. The return of cash will still be the main task of the housing enterprises in 2019.

For the trend of the real estate market in 2019, Zhang Dawei said that from the follow-up trend in 2019, first- and second-tier cities are expected to continue to be depressed under the influence of regulation and control, and third- and fourth-tier cities will experience fever, unless there is a big Scale policy changes, otherwise most housing companies in 2019 will face a year-on-year decline in sales or even a downward adjustment.

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